Purchases and Sales Made in Q1 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q1 2024. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.41K- 6.08% |
$503K - $555K
|
52.7K
$8.82M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.42K- 2.05% |
$504K - $556K
|
163K
$27.3M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.42K- 54.53% |
$504K - $556K
|
2.85K
$477K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.44K- 13.34% |
$507K - $559K
|
22.3K
$3.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-3.46K- 77.6% |
$510K - $562K
|
998
$167K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3.52K- 51.8% |
$519K - $573K
|
3.28K
$548K
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-3.61K- 6.5% |
$532K - $587K
|
51.9K
$8.69M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.61K- 37.2% |
$533K - $588K
|
6.1K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.62K- 1.19% |
$534K - $589K
|
301K
$50.4M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.64K- 25.51% |
$537K - $592K
|
10.6K
$1.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.65K- 8.79% |
$539K - $594K
|
37.9K
$6.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-3.68K- 14.6% |
$542K - $598K
|
21.5K
$3.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.69K- 9.77% |
$544K - $601K
|
34.1K
$5.71M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.74K- 4.52% |
$551K - $608K
|
78.9K
$13.2M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.75K- 41.09% |
$553K - $609K
|
5.37K
$899K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.76K- 5.12% |
$554K - $612K
|
69.8K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-3.82K- 14.04% |
$563K - $621K
|
23.4K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.86K- 0.48% |
$569K - $628K
|
802K
$134M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.89K- 41.65% |
$573K - $632K
|
5.45K
$912K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-3.89K- 39.2% |
$574K - $633K
|
6.03K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.89K- 13.91% |
$574K - $633K
|
24.1K
$4.03M
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-3.9K- 5.94% |
$574K - $633K
|
61.6K
$10.3M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-3.91K- 7.39% |
$576K - $636K
|
49K
$8.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-3.91K- 2.1% |
$576K - $636K
|
182K
$30.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.92K- 10.16% |
$578K - $638K
|
34.7K
$5.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-4K- 28.08% |
$589K - $650K
|
10.2K
$1.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-4K- 1.93% |
$590K - $651K
|
204K
$34.1M
|
|
|
May 06, 2024
Q1 2024
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-4.03K- 20.02% |
$593K - $655K
|
16.1K
$2.69M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.03K- 1.17% |
$594K - $656K
|
341K
$57.1M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-4.04K- 4.2% |
$595K - $656K
|
92.1K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-4.07K- 1.59% |
$600K - $661K
|
253K
$42.3M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.07K- 18.43% |
$600K - $662K
|
18K
$3.02M
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-4.11K- 23.07% |
$606K - $669K
|
13.7K
$2.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-4.15K- 66.07% |
$611K - $674K
|
2.13K
$356K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.15K- 1.66% |
$612K - $675K
|
245K
$41.1M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.16K- 11.59% |
$614K - $677K
|
31.8K
$5.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-4.2K- 60.77% |
$620K - $684K
|
2.71K
$454K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.23K- 5.74% |
$623K - $688K
|
69.4K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-4.23K- 2.31% |
$624K - $688K
|
179K
$29.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.25K- 1.02% |
$627K - $691K
|
414K
$69.3M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.32K- 16.23% |
$636K - $702K
|
22.3K
$3.73M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.32K- 4.95% |
$637K - $703K
|
83K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-4.33K- 7.2% |
$638K - $704K
|
55.8K
$9.34M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-4.34K- 17.62% |
$640K - $706K
|
20.3K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-4.35K- 11.85% |
$641K - $707K
|
32.3K
$5.41M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.43K- 1.72% |
$653K - $720K
|
253K
$42.4M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.46K- 67.88% |
$657K - $725K
|
2.11K
$353K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.48K- 6.74% |
$660K - $728K
|
62K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.54K- 6.05% |
$669K - $738K
|
70.4K
$11.8M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-4.54K- 1.84% |
$669K - $738K
|
242K
$40.4M
|